Podcast: Exponent Episode 023 – Apple Pay

On the newest episode of Exponent, the podcast I co-host with James Allworth: In this week’s episode Ben and James discuss Apple Pay and its impact on retailers and banks. Links Glenn Fleishman: A Week of Apple Pay: Chips, PINs, and…signatures? – Six Colors Ben Thompson: The Problem with Payments – Stratechery Ben Thompson: Why […]

Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround

Good morning, Today’s update is a little long, so I’ll just get started: Tim Cook’s Announcement Tim Cook publicly came out as gay in an essay that was published in Bloomberg Businessweek. Please read the whole thing if you have not. I feel it a disservice to break out even a paragraph. I myself have […]

Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band

Good morning, There was a fair bit of Apple Pay news today, including conflicting reports about whether or not retailers can easily leave MCX, as well the fact that MCX got hacked (oops). All good news for Apple, in my estimation. James Allworth and I spent over an hour discussing it on a new episode […]

Sponsor: Vimeo PRO

The beautiful, high-quality way to showcase and share videos with your audience They’re there, lurking on your camera and on your phone, just waiting for their chance to break free. It’s time to unleash your videos. Whether you’re a business or creative professional, your videos are worth uploading to Vimeo, the high-quality hosting platform trusted […]

Daily Update: The Smiling Curve Applied to Amazon-Hachette, How Important are the FCC’s Proposed TV Changes?, Facebook’s Earnings

Good morning, A quick announcement: as some of you may know, Glassboard, which we’ve been using for the Stratechery message board for Access members, is closing down. A couple of relevant notes: For new Access members, this is why you have not received an invite I am implementing a new solution There will be broad […]

Publishers and the Smiling Curve

One would not normally draw a connection from a company like Largan Precision (TPE:3008), a small Taiwanese component supplier, to the publishing industry. But it was a very insightful observation from another Taiwanese company’s CEO – Acer founder Stan Stih – about what he called the “Smiling Curve” that created the analogy in my mind. […]

Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform

Good morning, Let’s get to it – on to the update: The Twitter Mismatch Twitter reported its third-quarter results yesterday. From the Wall Street Journal: One year after its initial public offering, Twitter Inc. is still having a hard time convincing investors to look beyond one touchy metric: user growth. The social-media company reported Monday […]